PA
IBTE

Probity Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Probity Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-123,575
Closed -$2.97M – 239
2024
Q3 		$2.97M Buy
123,575
+10,217
+9% +$245K 0.57% 38
2024
Q2 		$2.72M Buy
113,358
+9,947
+10% +$238K 0.56% 38
2024
Q1 		$2.48M Buy
103,411
+49,096
+90% +$1.17M 0.51% 42
2023
Q4 		$1.3M Buy
+54,315
New +$1.29M 0.28% 67

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Probity Advisors's IBTE Position: Q4 2024 in Review

Probity Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 123,575 shares — an estimated $2.97M sold.

Probity Advisors first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $2.97M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Probity Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Probity Advisors sold 123,575 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $2.97M.
  • Probity Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Probity Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.97M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Probity Advisors's 13F filing for Q4 2024, filed 5 Mar 2025.